Geneos Wealth Management Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History
Geneos Wealth Management Inc.
- $3.77 Billion
- Q3 2025
A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 386 shares of NTSX stock, worth $20,898. This represents 0.0% of its overall portfolio holdings.
Number of Shares
386
Previous 385
0.26%
Holding current value
$20,898
Previous $19,000
5.26%
% of portfolio
0.0%
Previous 0.0%
Shares
15 transactions
Others Institutions Holding NTSX
# of Institutions
101Shares Held
14MCall Options Held
0Put Options Held
0-
Halbert Hargrove Global Advisors, LLC5.48MShares$297 Million14.61% of portfolio
-
Cwm, LLC1.37MShares$74.1 Million0.22% of portfolio
-
Wealthcare Advisory Partners LLC West Chester, PA941KShares$51 Million1.11% of portfolio
-
Rational Advisors LLC Huntington, NY714KShares$38.6 Million4.54% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS704KShares$38.1 Million0.43% of portfolio